DIS vs NOW: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DIS |
NOW |
| Current Price |
$103.49 |
$139.82 |
| Fair Value Estimate |
$136.94 |
$162.50 |
| Upside to Fair Value |
+32.3%
|
+16.2%
|
| Market Cap |
$179.7B |
$144.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
43.1x
|
| Price / Sales |
1.8x
|
9.8x
|
| Price / FCF |
21.7x
|
31.5x
|
| Revenue Growth YoY |
+6.8%
|
+24.0%
|
| Gross Margin |
37.6%
|
74.8%
|
| Operating Margin |
16.0%
|
11.4%
|
| Return on Equity |
7.9%
|
13.8%
|
| Dividend Yield |
1.45% |
0% |
| FCF Yield |
4.61%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
ServiceNow provides a cloud-based enterprise workflow platform spanning IT service management, operations, employee workflows, CRM, AI orchestration and security. Business quality is high because its common data model, deeply embedded workflows and cross-department deployments create meaningful switching costs, while roughly 90% of the Fortune 500 use the platform and more than 85 billion workflo…
Accumulation Zones
| Metric |
DIS |
NOW |
| Zone Low |
$102.70 |
$121.88 |
| Zone High |
$116.40 |
$138.12 |
| In Buy Zone? |
Yes
|
No
|